Cassady Wealth & Retirement Planning L.L.C.

Parker Schmidt is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with one year of industry experience. He holds a Series 66 designation and has worked in luxury property management as Director of Finances at Estate Home Management since 2019. Cassady Wealth & Retirement Planning provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm’s investment approach includes tailored strategies based on client objectives, utilizing fundamental analysis, third-party managed accounts, and regular portfolio reviews.

Jasen Cassady is a CFP® professional with 19 years of industry experience, serving as principal of Cassady Wealth & Retirement Planning L.L.C. in Las Vegas, NV. He also maintains an active law practice through Cassady Law Offices, which has been in operation since 2002. Cassady’s background includes roles as a registered representative and insurance agent. Cassady Wealth & Retirement Planning provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers tailored investment programs that incorporate fundamental analysis, a mix of long- and short-term strategies, and periodic rebalancing and tax-loss harvesting, supported by third-party managed-account solutions and mutual fund model portfolios.

Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with three years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Gradient Securities LLC. In addition to her advisory role, she operates a sole proprietorship as an insurance agent and works part-time as a front desk receptionist. Cassady Wealth & Retirement Planning provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a tailored investment approach incorporating fundamental analysis, a mix of strategies, and periodic reviews, while also offering third-party managed accounts and model portfolios.

Sean Yao is a financial advisor with Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. In addition to his advisory role, he is involved in legal services through Cassady Law Offices, where he performs paralegal work. Cassady Wealth & Retirement Planning provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm tailors investment programs to client objectives using fundamental analysis, a mix of long- and short-term strategies, and employs third-party managed-account solutions and mutual fund model portfolios.

Jason Waugh is a CFP® professional with six years of experience at Cassady Wealth & Retirement Planning L.L.C. He also works with Cassady Law Offices in estate planning and has held roles at Gradient Securities, LLC and Medical Innovations. Outside of advisory work, he is involved in paralegal duties related to estate planning through Cassady Law Offices. Cassady Wealth & Retirement Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs tailored investment programs that incorporate fundamental analysis, various strategies, and regular reviews, supported by affiliated activities including brokerage and legal services.